-8.6%
ONON vs WCC
+130.1%
-138.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.6% | +0.8% |
| 7D | -2.1% | +1.5% | -3.6% | -2.6% |
| 30D | -11.6% | -2.1% | -9.5% | -11.2% |
| 3M | -30.1% | +3.8% | -33.9% | -31.8% |
| 6M | -30.5% | +35.0% | -65.5% | -39.1% |
| YTD | -41.0% | +46.4% | -87.4% | -50.1% |
| 1Y | -36.7% | +63.0% | -99.7% | -48.8% |
| 3Y | -8.6% | +133.9% | -142.5% | -41.2% |
| All | -8.6% | +130.1% | -138.7% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling